News, Comment & Analysis results for Archive

Awards
9 October 2026

WealthBriefing Innovation In Marketing Awards 2026 – Acclaim

The Acclaim publications are part of this news service's awards offering. ...

Statistics
9 October 2026

Switzerland Tops New Global Capitalism Index

Such indices, while the methodology can be debated, form part of how wealth managers and others can...

Compliance
9 October 2026

Compliance Corner: Kenya Enacts New Trust Law

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

People Moves
9 October 2026

Citi Recruits Former Morgan Stanley Figure As Research Head

Taking over from an interim research head, the new leader of this business is taking up the post at...

Art
9 October 2026

Inheritance Drives Gen Z Into Art Collecting, Art Basel And UBS Survey Shows

The Art Basel and UBS Survey of Global Collecting 2026 found that Gen Z collectors spent more than...

Statistics
9 October 2026

Private Market Strategy Performance, Regional Investor Appetite Varies

It hasn't been the easiest of years for private market investing, as seen by the wobbles in the...

People Moves
9 October 2026

Who’s Moving Where In Wealth Management? – L&G, Caledonia

The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...

Surveys
8 October 2026

Family Offices Push Further Into AI, Fret Over Geopolitics – JP Morgan

The private banking arm of the US group surveyed 125 of what it called international family offices...

Offshore
8 October 2026

Argentina Joins The Golden Visa Trend

Argentina continues to signal its pro-free market credentials under its existing government by...

Compliance
8 October 2026

UK’s Rathbones, US-Based Capital Group Secure Key Market Licences

Yesterday was a day when two substantial organisations in the wealth sector, Rathbones and Capital...

Comment & Analysis results for Archive

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in...

New Office
8 October 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Offshore
31 July 2024

The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story

The Caribbean jurisdiction has been through its fair share of challenges. Today, the international...